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To: Broken_Clock who wrote (7113)	2/2/1999 5:13:00 PM
From: Broken_Clock	Respond to of 14427

Big shift in MU put premiums today. Yesterday the LGYMF was ask $1. Today the bid is 1 3/16, ask is 1 3/8. Considering that when MU was $4 lower last week at 69ish, these puts were cheaper.....

To: Broken_Clock who wrote (7113)	2/3/1999 8:33:00 PM
From: SJS	Read Replies (1) \| Respond to of 14427

Tuesday was a good start for you on MU, yes. Wednesday was killer upside, though. You've got a tech conference going on in semi's and you're shorting them? You know that's froth and steam time!! _______________ From the conference: Micron Technology (MU) said it's meeting targets to get manufacturing costs below $6 on its 0.21-micron microprocessor in its Boise plant. In addition, the company's vice president of corporate affairs, Kipp Bedard, said Micron's looking for 35 percent quarter-over-quarter megabit growth vs. a previously forecast 25 percent. For investors to follow the industry, Bedard recommended they follow capital spending. Capital spending "gives a good frame of reference of what's going to happen six months or a year from now," he said. _______________ Wanna stay up on the conference: cbs.marketwatch.com